Join Naveen Kumar from Accureta Wealth Management, iA Private Wealth, as he breaks down the 4 Portfolios of Wealth Management model. Learn how to effectively manage your finances through:

Tax Planning: Discover strategies to keep more money in your pocket
Asset Management: Make your money work harder for you
Debt Management: Transform debt from a burden into a wealth-building tool
Risk Management: Protect yourself and your loved ones from life's uncertainties

This video simplifies complex financial concepts, providing you with practical insights to take control of your financial future. Whether you're a seasoned investor or just starting out, these strategies will help you navigate the ever-changing financial landscape with confidence.

Don't miss this opportunity to revolutionize your approach to wealth management.

Accureta Wealth Management™, iA Private Wealth

Learn more at https://accuretawealth.com/

Disclaimer: This information has been prepared by Naveen Kumar, CFA®, CFP® who is a Wealth Advisor for iA Private Wealth Inc. and does not necessarily reflect the opinion of iA Private Wealth. The information contained in this video comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. The Wealth Advisor can open accounts only in the provinces in which they are registered.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.